Settings and activity
3 results found
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163 votes
Hi team, we very much appreciate the desire for a quick snapshot, and visibility of quotes at a glance from the Homepage. While we're continuing to iterate on this experience we want to be open that a dedicated quotes widget is not in the pipeline at present.
An option for more oversight of quotes could be to use Cashflow manager in Xero Analytics. Though not a dedicated visualisation or widget Quotes contribute to this projection and you can get a view of the Quotes breakdown from the Manage cash in tab.
We'll continue to keep this in mind as the team to continue to plan their roadmap, and I'll make sure to share if there are any updates to share around this with you here.
Charl Fourie
supported this idea
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63 votes
Hi everyone, appreciate the tractions on this idea.
It's clear that having key tax and compliance dates visible on the dashboard would make it much easier to plan ahead and ensure due dates are met. When those deadlines live outside of Xero, it can mean extra admin and more mental load than necessary.
I’ve moved this to Gaining Support so we can capture interest and share with the product team how valuable this added visibility would be.
Charl Fourie
supported this idea
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50 votes
Hi community, we recognise it's been some time since our last update on this idea and apologise for the delay in coming back here.
After our last post, priorities for the team did pivot and work for showing current VAT liability was put on hold.
While not actively underway atm, we have intentions of surfacing an organisation's VAT liability total on the dashboard on our longer terms roadmap. While we'll move this idea to Accepted for now, as soon as there is movement we'll be back to update you again. Thanks
An error occurred while saving the comment An error occurred while saving the comment Charl Fourie
commented
Similar to other "snapshots" available on the Xero Dashboard, for any registered business or self employed owners it is important to monitor realtime tax liabilities at the click of a button or at a glance to avoid shock tax bills.
As seen in image attached; Currently other accounting software providers do this already in calculating sales made and expenses claimed, matched against HMRC set tax rates for corporation tax, VAT, PAYE/NIC and flat rate income to give a realtime £ figure of exposure on each tax that goes up and down with business activities in realtime.
Please can Xero support look into an "add-on" for realtime TAX liabilities totals, to be shown on the dashboard.
Charl Fourie
supported this idea
·
Similar to other "snapshots" available on the Xero Dashboard, for any registered business or self employed owners it is important to monitor realtime tax liabilities at the click of a button or at a glance to avoid shock tax bills at year end.
As seen in image attached; Currently other accounting software providers do this already in calculating sales made and expenses claimed, matched against HMRC set tax rates for corporation tax, VAT, PAYE/NIC and flat rate income to give a realtime £ figure of exposure on each tax that goes up and down with business activities in realtime.
Please can Xero support look into an "add-on" for realtime TAX liabilities totals, to be shown on the dashboard.